TransDigm Group Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−0.82%
vs ±6.2% implied · ×0.13
shaded = implied · ▲▼ = realized
TransDigm has 1 disclosed supplier and 7 disclosed customers in SEC filings.
TransDigm Group Inc
1,147.02
SentenceIn fiscal year 2025, no customer individually accounted for 10% or more of the Company's net sales; however, our top ten customers for fiscal year 2025 accounted for approximately 40% of our net sales.
basisTDG FY2025 revenue $8.8B
TDG 10-Kaccession 0001260221-25-000081
SentenceWe had significant sales in 2025 to Lockheed Martin Corporation ("Lockheed"), Northrop Grumman Corporation ("Northrop"), RTX Corporation ("RTX"), and TransDigm Group Inc. ("TransDigm"), which completed its acquisition of the Simmonds Precision Products, Inc. business of Goodrich Corporation from RTX Corporation based on TransDigm's announcement on October 6, 2025, in our defense technologies end-use market.
SentenceOur sales to manufacturers of large commercial aircraft, such as Boeing, Airbus, and related OEM suppliers, as well as manufacturers of business jets have historically experienced periodic downturns.
TDG 10-Kaccession 0001260221-25-000081
SentenceBoeing Distribution Services, Inc. and Satair A/S (a subsidiary of Airbus S.A.S.) among others, are our major distributors.
TDG 10-Kaccession 0001260221-24-000083
SentenceFor example, TransDigm's operating units make aircraft seatbelts and cockpit security systems that keep passengers and pilots safe; parachutes that protect soldiers, sailors and airmen; and space telescope equipment that helps the National Aeronautics and Space Administration ("NASA") better understand the universe.
TDG 10-Kaccession 0001260221-24-000083
SentenceBoeing Distribution Services, Inc. and Satair A/S (a subsidiary of Airbus S.A.S.) among others, are our major distributors.
TDG 10-Kaccession 0001260221-24-000083
SentenceDefense sales in fiscal 2024 increased compared to fiscal 2023 at a higher rate than in recent fiscal years due to improving U.S. Government defense spend outlays.
TDG 10-Kaccession 0001260221-24-000083
Expected move
Inputs8Q avg ±4.9%·×0.92·fair
straddle ±6.8%
spot 1,146.81exp Nov 20ATM strike 1150ATM straddle 91.85IV 42%